Trailhead Week 2 - Monday Flashcards
A user is
anyone who logs in to Salesforce.
(ex) employees
sales reps
managers
IT specialists
Every user in Salesforce has a _____ __________
user account
The username must be formatted like an _____ __________ and must be unique.
email address
A user license determines which _________ the user can access in Salesforce
features
Profiles come with a set of permissions which grant access to: (4)
- particular objects
- fields
- tabs
- records
Roles determine what users can see in Salesforce based on where they are located in the role _________.
hierarchy
Users at lower levels can’t see ______ owned by users above them, or in other branches, unless sharing rules grant them access
data
An ______ is a short name to identify the user on list pages, reports
alias
Usernames must:
be in the format of an email
When you create a user, you can:
Generate a new password and notify the user by email immediately
Record-Level Security: The permissions on a record are always evaluated according to a combination of:
Object–
field–
record–level permissions.
Record Level security: When object– versus record–level permissions conflict, the most __________ ________ win.
restrictive settings
You can never use organization–wide defaults to grant users more access than they have through their ________ ___________.
object permission
Sharing Model: Private
Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
Sharing Model: Public Read Only
All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records.
Sharing Model: Public Read/WriteAll users can view, edit, and report on all records.
All users can view, edit, and report on all records.
Sharing Model: Controlled by Parent
A user can perform an action (such as view, edit, or delete) on a record based on whether he or she can perform that same action on the record associated with it.
You can only use sharing rules to grant ______ access
more
Sharing rules cannot be used to restrict access to records beyond what was originally specified with the ____________________ sharing defaults.
organization–wide
If you want to enable access to records for users above the record owner in the hierarchy for custom objects, use the _________ ______ _________ ________ checkbox
Grant Access Using Hierarchies
Field-level security allows you to:
Restrict access to certain fields on object records
You can manage record-level access in your organization using:
role hierarchies, sharing rules, and manual sharing to open up record access
